Holos Integrated Wealth
IVW icon

Holos Integrated Wealth’s iShares S&P 500 Growth ETF IVW Stock Holding History

Holos Integrated Wealth’s Portfolio IVW Stock Details IVW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$176K Buy
1,257
+300
+31% +$41.6K 0.08% 88
2026
Q2 		$130K Hold
957
– – 0.06% 106
2026
Q1 		$111K Hold
957
– – 0.06% 116
2025
Q4 		$118K Buy
957
+532
+125% +$65.1K 0.07% 87
2025
Q3 		$50.3K Hold
425
– – 0.03% 116
2025
Q2 		$48.8K Sell
425
-532
-56% -$52.7K 0.03% 114
2025
Q1 		$88.8K Hold
957
– – 0.06% 89
2024
Q4 		$97.2K Buy
+957
New +$95.5K 0.07% 82

Other funds holding IVW

HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return
LVZ Inc
LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return
Courier Capital
Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Encompass Wealth Advisors
Encompass Wealth Advisors Portland, Oregon $676M AUM 20.47% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Stegner Investment Associates
Stegner Investment Associates Louisville, Kentucky $215M AUM 15.51% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
West Wealth Group
West Wealth Group Irvine, California $645M AUM 17.37% 1-Year Est. Return

Holos Integrated Wealth's IVW Position: Q3 2026 in Review

Holos Integrated Wealth increased its iShares S&P 500 Growth ETF (IVW) stake by 31% in Q3 2026, buying an estimated $41.6K and bringing the position to 1,257 shares worth $176K. The position accounts for 0.08% of the portfolio, ranked #88.

Holos Integrated Wealth first reported a position in IVW in Q4 2024 and has held it in 8 quarters since. 766 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

  • Holos Integrated Wealth held 1,257 shares of iShares S&P 500 Growth ETF worth $176K as of Q3 2026.
  • Holos Integrated Wealth bought 300 iShares S&P 500 Growth ETF shares in Q3 2026, an estimated $41.6K.
  • iShares S&P 500 Growth ETF made up 0.08% of Holos Integrated Wealth's portfolio in Q3 2026, its #88 holding.
  • Holos Integrated Wealth first reported a position in iShares S&P 500 Growth ETF in Q4 2024 and has held it in 8 quarters since.
  • 766 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on Holos Integrated Wealth's 13F filing for Q3 2026, filed 23 Oct 2026.